MAI Capital Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

MAI Capital Management’s Portfolio RWX Stock Details RWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-109	Closed	-$2.9K	–	4199
2026 Q1	$2.9K	Hold	109	–	–	﹤0.01%	3774
2025 Q4	$3.05K	Hold	109	–	–	﹤0.01%	3301
2025 Q3	$3.03K	Buy	109 +93	+581%	+$2.56K	﹤0.01%	3197
2025 Q2	$439	Hold	16	–	–	﹤0.01%	3785
2025 Q1	$392	Hold	16	–	–	﹤0.01%	3260
2024 Q4	$369	Buy	+16	New	+$398	﹤0.01%	3325
2016 Q1	–	Sell	-7,156	Closed	-$280K	–	441
2015 Q4	$280K	Sell	7,156 -838	-10%	-$33.8K	0.02%	336
2015 Q3	$314K	Sell	7,994 -88,506	-92%	-$3.61M	0.02%	338
2015 Q2	$4.04M	Sell	96,500 -1,238	-1%	-$54.4K	0.27%	100
2015 Q1	$4.23M	Buy	97,738 +43,358	+80%	+$1.89M	0.28%	92
2014 Q4	$2.26M	Buy	+54,380	New	+$2.28M	0.16%	128

Other funds holding RWX

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

RPG

Risk Paradigm Group Austin, Texas $128M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MAI Capital Management's RWX Position: Q2 2026 in Review

MAI Capital Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2026, closing a stake of 109 shares — an estimated $2.9K sold.

MAI Capital Management first reported a position in RWX in Q4 2014 and held it in 11 quarters. The position peaked at $4.23M in Q1 2015. 116 funds tracked by Wall St. Rank hold RWX as of Q2 2026.

MAI Capital Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 109 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2026, an estimated $2.9K.
MAI Capital Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2014 and held it in 11 quarters.
MAI Capital Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $4.23M in Q1 2015.
116 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.